River-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KRNY",
  "TROW",
  "ARW",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "MOG-A",
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  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "COF",
  "CMI",
  null,
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  "GD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  null,
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  null,
  "IJH",
  null,
  null,
  null,
  null,
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  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "MA",
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  "MDLZ",
  "MS",
  "TMUS",
  "HSY",
  "AMP",
  "IJR",
  "ORCL",
  "VHT",
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  "MKC",
  "AMGN",
  "MAS",
  "DGX",
  "PPG",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "RTX",
  null,
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  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UL",
  "VO",
  "VXF",
  "SCHW",
  "VWO",
  "TRGP",
  "IWO",
  null,
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  "MGC",
  null,
  "TT",
  "AON",
  "TOL",
  "AVY",
  "ALLE",
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  null,
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  "AJG",
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  "IWR",
  "IR",
  null,
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  "PEG",
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  "AMZN",
  "TTWO",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VBK",
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  "SCHD",
  "DVY",
  null,
  null,
  "SCHA",
  "NSC",
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  "PPL",
  "PSX",
  "CRM",
  "ZBH",
  "DGRO",
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  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
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  "EFA",
  "TTEK",
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  "IWM",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 197
Total Value: 719518181
Accession Number: 0001642570-25-000006
Form Type: 13F-HR
CIK: river-wealth-advisors
Manager Name: River-Wealth-Advisors

Data Enrichment

89% identified

175 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

197 positions • $719.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

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464287655

IWM|464287655

Shares:—

Value:$47.9M

% of Portfolio:6.7% ($47.9M/$719.5M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$39.4M

% of Portfolio:5.5% ($39.4M/$719.5M)

464287499

IWR|464287499

Shares:—

Value:$33.3M

% of Portfolio:4.6% ($33.3M/$719.5M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$29.9M

% of Portfolio:4.2% ($29.9M/$719.5M)

464287200

IVV|464287200

Shares:—

Value:$28.2M

% of Portfolio:3.9% ($28.2M/$719.5M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$23.4M

% of Portfolio:3.3% ($23.4M/$719.5M)

VISA INC.

V|92826C839

Shares:—

Value:$17.5M

% of Portfolio:2.4% ($17.5M/$719.5M)

78464A359

Shares:—

Value:$17.2M

% of Portfolio:2.4% ($17.2M/$719.5M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$16.4M

% of Portfolio:2.3% ($16.4M/$719.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$16.3M

% of Portfolio:2.3% ($16.3M/$719.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$16.2M

% of Portfolio:2.3% ($16.2M/$719.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$15.5M

% of Portfolio:2.2% ($15.5M/$719.5M)

922042775

VEU|922042775

Shares:—

Value:$15.1M

% of Portfolio:2.1% ($15.1M/$719.5M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$14.5M

% of Portfolio:2.0% ($14.5M/$719.5M)

Salesforce, Inc.

CRM|79466L302

Shares:—

Value:$12.3M

% of Portfolio:1.7% ($12.3M/$719.5M)

03073E105

Shares:—

Value:$10.5M

% of Portfolio:1.5% ($10.5M/$719.5M)

Chubb Ltd

CB|H1467J104

Shares:—

Value:$9.1M

% of Portfolio:1.3% ($9.1M/$719.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:—

Value:$9.1M

% of Portfolio:1.3% ($9.1M/$719.5M)

Eaton Corp plc

ETN|G29183103

Shares:—

Value:$8.6M

% of Portfolio:1.2% ($8.6M/$719.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$8.4M

% of Portfolio:1.2% ($8.4M/$719.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$47.9M	6.7% ($47.9M/$719.5M)	QoQ -7.75% (-$4.0M) YoY +8.74% (+$3.9M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$39.4M	5.5% ($39.4M/$719.5M)	QoQ -10.84% (-$4.8M) YoY +30.20% (+$9.1M)
(IWRcusip464287499)	—	QoQ - YoY -	All Managers (Combined)	$33.3M	4.6% ($33.3M/$719.5M)	QoQ -1.88% (-$637.5K) YoY +15.42% (+$4.4M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$29.9M	4.2% ($29.9M/$719.5M)	QoQ -9.21% (-$3.0M) YoY -2.14% (-$655.8K)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$28.2M	3.9% ($28.2M/$719.5M)	QoQ -2.50% (-$724.8K) YoY +16.46% (+$4.0M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$23.4M	3.3% ($23.4M/$719.5M)	QoQ -16.54% (-$4.6M) YoY +18.34% (+$3.6M)
VISA INC.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$17.5M	2.4% ($17.5M/$719.5M)	QoQ +10.35% (+$1.6M) YoY +30.79% (+$4.1M)
(cusip78464A359)✕	—	QoQ - YoY -	All Managers (Combined)	$17.2M	2.4% ($17.2M/$719.5M)	QoQ -0.62% (-$107.5K) YoY +10.87% (+$1.7M)
Accenture plc(ACNcusipG1151C101)	—	QoQ - YoY -	All Managers (Combined)	$16.4M	2.3% ($16.4M/$719.5M)	QoQ -5.78% (-$1.0M) YoY +26.37% (+$3.4M)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$16.3M	2.3% ($16.3M/$719.5M)	QoQ -16.75% (-$3.3M) YoY +20.50% (+$2.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$16.2M	2.3% ($16.2M/$719.5M)	QoQ +2.77% (+$437.4K) YoY +31.41% (+$3.9M)
T-Mobile US, Inc.(TMUScusip872590104)	—	QoQ - YoY -	All Managers (Combined)	$15.5M	2.2% ($15.5M/$719.5M)	QoQ +30.82% (+$3.6M) YoY +263.11% (+$11.2M)
(VEUcusip922042775)	—	QoQ - YoY -	All Managers (Combined)	$15.1M	2.1% ($15.1M/$719.5M)	QoQ +1.26% (+$189.5K) YoY -17.50% (-$3.2M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$14.5M	2.0% ($14.5M/$719.5M)	QoQ -12.22% (-$2.0M) YoY +2.36% (+$335.8K)
Salesforce, Inc.(CRMcusip79466L302)	—	QoQ - YoY NEW	All Managers (Combined)	$12.3M	1.7% ($12.3M/$719.5M)	QoQ +0.53% (+$65.5K) YoY NEW(+$12.3M)
(cusip03073E105)✕	—	QoQ - YoY -	All Managers (Combined)	$10.5M	1.5% ($10.5M/$719.5M)	QoQ +26.06% (+$2.2M) YoY +36.17% (+$2.8M)
Chubb Ltd(CBcusipH1467J104)	—	QoQ - YoY -	All Managers (Combined)	$9.1M	1.3% ($9.1M/$719.5M)	QoQ +15.40% (+$1.2M) YoY +57.92% (+$3.3M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$9.1M	1.3% ($9.1M/$719.5M)	QoQ -0.86% (-$79.3K) YoY +30.33% (+$2.1M)
Eaton Corp plc(ETNcusipG29183103)	—	QoQ - YoY -	All Managers (Combined)	$8.6M	1.2% ($8.6M/$719.5M)	QoQ -15.20% (-$1.5M) YoY -4.12% (-$371.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ - YoY -	All Managers (Combined)	$8.4M	1.2% ($8.4M/$719.5M)	QoQ -3.50% (-$305.6K) YoY +15.58% (+$1.1M)